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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
751
1900 Wealth Management
Texas
$280K – – –
BIAS
752
Beacon Investment Advisory Services
New Jersey
$274K +$3.2K +7 +1%
EFS
753
Essex Financial Services
Connecticut
$274K +$69.1K +151 +32%
VFA
754
Valeo Financial Advisors
Indiana
$274K +$49.4K +108 +21%
FDCDDQ
755
Federation des caisses Desjardins du Quebec
Quebec, Canada
$273K -$80.1K -175 -22%
WBCM
756
Wilson & Boucher Capital Management
California
$273K – – –
SCM
757
Shelton Capital Management
Colorado
$271K – – –
ECM
758
Elgethun Capital Management
South Dakota
$270K – – –
SGCA
759
Steel Grove Capital Advisors
Tennessee
$269K +$2.29K +5 +0.8%
RG
760
Rathbones Group
United Kingdom
$267K +$275K +601 New
FMLI
761
Fukoku Mutual Life Insurance
Japan
$267K +$275K +600 New
BAM
762
Belpointe Asset Management
Nevada
$265K -$487K -1,063 -64%
SFI
763
Siemens Fonds Invest
Germany
$265K – – –
STA
764
Summit Trail Advisors
New York
$265K +$14.6K +32 +6%
PWPS
765
Pinnacle Wealth Planning Services
Ohio
$259K -$2.29K -5 -0.9%
WAM
766
Watershed Asset Management
California
$259K -$58.1K -127 -18%
NB
767
NBT Bank
New York
$258K +$266K +581 New
EWM
768
Evercore Wealth Management
New York
$253K +$1.37K +3 +0.5%
MAWA
769
Moss Adams Wealth Advisors
Washington
$251K -$20.6K -45 -7%
LI
770
LVZ Inc
Michigan
$251K -$101K -221 -28%
HI
771
Hudock Inc
Pennsylvania
$250K +$915 +2 +0.4%
HFM
772
Harvest Fund Management
China
$249K +$127K +277 +98%
EWM
773
Empirical Wealth Management
Washington
$247K -$37.5K -82 -13%
GWM
774
Geneos Wealth Management
Colorado
$247K +$144K +314 +130%
AWP
775
Ascent Wealth Partners
New York
$247K +$254K +555 New
29 30
31
32 33